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Amanda Bomfim2022-08-02 12:07:132022-08-02 12:07:13Generational giving through retirement plans, life insurance, and meaningful bequests
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Amanda Bomfim2022-07-19 13:10:422022-07-19 13:14:13Thinking differently about scholarships can make all the difference
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Amanda Bomfim2022-07-12 14:17:122022-07-12 14:17:12Playbook: Helping clients organize their giving through a donor-advised fundSign up with your email address to receive news and updates. We respect your privacy.
Generational giving through retirement plans, life insurance, and meaningful bequestsAugust 2, 2022 - 12:07 pmGenerational giving through retirement plans, life insurance, and meaningful bequests August is national Make a Will Month. You’ve likely already worked with your advisors to establish an estate plan, including a will and even a trust. Still, this is a good time of year to review your plan in case things have changed. As you […]
Thinking differently about scholarships can make all the differenceJuly 19, 2022 - 1:10 pmAccording to statistics gathered by the National Scholarship Providers Association, approximately $100 million in scholarship money is left sitting on the sidelines each year, unused. Even though the number of scholarships awarded in the United States has increased overall by more than 45% over the last decade, not enough students are applying. These are sobering […]
